Rules for Sponsor Self-Correction Broadened by Both SECURE 2.0 and DOL Proposal
The DOL made a proposal to expand the VFCP in November 2022, and SECURE 2.0...
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Survey Findings
The 2022 Benchmarking Survey found that 55% of respondents benchmark their provider annually, and 11% every one to two years.
Source: 2022 DC Plan Benchmarking Survey
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After a two-year investigation into pharmacy benefit managers, the Federal Trade Commission has released an interim report, which argues that these...
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The U.S. Senate confirmed Martin O’Malley, the former governor of Maryland, as the next commissioner of the Social Security Administration...
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How Plan Sponsors Can Best Support Neurodivergent Employees
How Plan Sponsors Can Best Support Neurodivergent EmployeesHow Plan Sponsors Can Best Support Neurodivergent EmployeesHow Plan Sponsors Can Best Support...
‘Important Step’ or ‘Out of Touch’? Reactions
Financial sector responds to proposed amendments to advice regarding retirement plan rollovers and annuity sales.
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Industry Intelligence Spotlight
*TEST* Exploiting Long-Term Inefficiencies in Today’s Credit Markets
We examine the shifting landscape across the US credit markets and how long-term active managers can try to exploit the market's short-term focus to add alpha. By Robert M. Almeida, Global Investment Strategist,...
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SECURE 2.0 Webinar Series: SECURE 2.0 Has Passed. Now What?
At the close of last year, Congress passed and President Joe Biden signed the SECURE 2.0 Act of 2022, which builds upon the most significant retirement plan legislation in more than a decade,...
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Plan Profile
Continuous Improvement
The 2017 403(b) Plan Sponsor of the Year exceeds its own success.
UpFront
ESG Is Permissible but Not Required
The DOL's final rule lets plans use environmental, social and governance investments...
UpFront
Words Worth 1,000 Pictures
Images are fine, but to get the retirement-saving message across, use words,...
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In Case of Emergency
Should ‘ESAs’ become a core employee benefit?
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